Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-86.8K- 77.82% |
$2.98M - $3.16M
|
24.7K
$927K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$354K - $376K
|
10.3K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.25K- 36.58% |
$146K - $155K
|
7.36K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.04K- 4.4% |
$35.5K - $37.7K
|
22.5K
$843K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2K- 14.29% |
$68.6K - $72.9K
|
12K
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.75K- 8.89% |
$94.1K - $100K
|
28.1K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-187- 1.69% |
$6.41K - $6.81K
|
10.9K
$409K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.89K- 77.95% |
$133K - $142K
|
1.1K
$41.2K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 19.46% |
$844K - $874K
|
149K
$5.58M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.41KNew |
$188K - $195K
|
5.41K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$578K - $598K
|
16.6K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 64.13% |
$1.7M - $1.76M
|
27.3K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.66KNew |
$266K - $276K
|
7.66K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
455New |
$15.8K - $16.4K
|
455
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.52KNew |
$296K - $307K
|
8.52K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.83KNew |
$203K - $210K
|
5.83K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 99.09% |
$377K - $390K
|
100
$3.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 22.7% |
$88.7K - $91.8K
|
8.69K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 0.84% |
$10.4K - $10.8K
|
35.4K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 1.16% |
$1.22K - $1.26K
|
2.97K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
340+ 2.31% |
$11.8K - $12.2K
|
15K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.77KNew |
$340K - $351K
|
9.77K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
21KNew |
$731K - $756K
|
21K
$787K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 21.05% |
$4.17K - $4.32K
|
450
$16.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.15% |
$348 - $360
|
6.82K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-900- 7.95% |
$31.3K - $32.4K
|
10.4K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-550- 8.24% |
$19.1K - $19.8K
|
6.13K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.76K- 56.11% |
$340K - $351K
|
7.64K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.1K- 13.84% |
$38.3K - $39.6K
|
6.85K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.68KNew |
$197K - $204K
|
5.68K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 1.25% |
$8.7K - $9K
|
19.7K
$738K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 57.92% |
$726K - $751K
|
15.2K
$568K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-16.2KClosed |
$534K - $567K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.5K- 71.43% |
$82.6K - $87.6K
|
1K
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$697K - $740K
|
21.1K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.57KNew |
$217K - $230K
|
6.57K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 32.58% |
$65.4K - $69.4K
|
8.07K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
20.1KNew |
$665K - $705K
|
20.1K
$754K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$518K - $549K
|
15.7K
$588K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.84KNew |
$259K - $275K
|
7.84K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.79KNew |
$257K - $273K
|
7.79K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.49K- 1.25% |
$49.2K - $52.2K
|
118K
$4.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
48.8K+ 497.62% |
$1.61M - $1.71M
|
58.6K
$2.19M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-258- 4.29% |
$8.18K - $8.68K
|
5.75K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.01KNew |
$191K - $202K
|
6.01K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.45KNew |
$109K - $116K
|
3.45K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$294K - $312K
|
9.29K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.28K- 11.21% |
$40.5K - $43K
|
10.1K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-607- 8.63% |
$19.2K - $20.4K
|
6.43K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
58New |
$1.84K - $1.95K
|
58
$2.17K
|
|